Luis Alberto Guzman
-• https://www.linkedin.com/in/guzmanpz/ • Barcelona, Anzoátegui 6001, VE
Profile
Results-driven Client Relations and Sales Representative with 5+ years of experience, consistently
exceeding targets in account management and problem-solving. Proven track record of leveraging excellent
communication, organizational, and negotiation skills to lead improvements in client satisfaction, retention,
and acquisition, while enhancing departmental efficiencies. Highly self-motivated team player with strong
ethics, capable of working independently.
Education
MECHANICAL ENGINEER | UNIVERSIDAD DE ORIENTE | ANZOÁTEGUI 6001, VE
Expected Graduation: November 2025
Skills & Abilities
· Client Management & Sales: Lead Generation, Appointment Setting, Sales Pipeline Management, Cold
& Warm Outreach, Client Onboarding, Account Management, Conflict de-escalation, Negotiation,
Customer Relationship Management.
· Technical Proficiency: Google Workspace (Docs, Sheets, Slides, Gmail, Calendar), PDF Management
(Adobe, Nitro), VoIP Communications (Dialpad, Ring Central), Generative AI (Gemini, ChatGPT), CRM
(HubSpot, Filevine, Clio Grow and Clio Manage), Instant Communications and Team Collaboration (Slack,
Teams, Discord, WhatsApp), Microsoft Office Suite.
· Soft Skills: Excellent Interpersonal Communication, Problem-Solving, Strong Analytical Thinking,
Proactive, Self-Motivated, Fast Learner, Curious, Coachable, Customer-Oriented
Experience
LEAD GENERATOR AND APPOINTMENT SETTER | CARE BRIDGE | REMOTE | OCTOBER
2024 – MARCH 2025
· Generated and qualified an average of 300 leads per week for home health services by conducting indepth needs assessments for potential patients.
· Secured 10 appointments with eligible patients per month, streamlining the onboarding process and
contributing to improve patient acquisition.
· Utilized active listening and empathetic communication to guide potential patients through complex
healthcare eligibility requirements.
CLIENT RELATIONS SPECIALIST | THE MORGAN LAW GROUP P.A. | REMOTE | OCTOBER
2023 – OCTOBER 2024
· Managed a high volume of inbound calls, serving as the primary contact for clients, attorneys, and
external stakeholders in a fast-paced civil litigation and homeowners' insurance law firm.
· Resolved complex client inquiries and adeptly de-escalated conflicts, contributing to positive client
relationships and ensuring smooth communication across all parties.
· Efficiently gathered necessary documents and coordinated communication among clients, attorneys,
insurance adjusters, mortgage companies, and inspectors.
MECHANICAL ENGINEER | PDVSA | ANZOÁTEGUI, 6001 | JANUARY 2023 – SEPTEMBER
2023
· Assisted the Engineering Department in developing the conceptual design for a new shell and tube heat
exchanger system to replace an existing unit.
· Gathered critical process requirements and developed the conceptual design of the heat exchangers,
utilizing HTRI Xchanger Suite for thermal and hydraulic design.
· Computed detailed dimensions and technical specifications to ensure compliance with ASME and
TEMA standards.
INTAKE SPECIALIST & CLIENT RELATIONS | VAN LAW FIRM | REMOTE | JANUARY 2022 –
APRIL 2023
· Proactively reached out to potential new personal injury clients, empathetically evaluating cases to
determine eligibility for legal assistance.
· Gathered and organized all necessary intake documents for qualified cases, uploading them efficiently
into the CRM system.
· Scheduled initial appointments with attorneys, ensuring a smooth and supportive onboarding
experience for new clients.
PRIVATE TUTOR | FREELANCE | REMOTE | JANUARY 2019 – DECEMBER 2021
· Provided individualized academic support and guidance to Engineering students across various
disciplines.
· Explained complex concepts, clarified challenging topics, and assisted students with problem-solving,
homework, and exam preparation.
Activities and Interests
Literature, writing, technology, hiking, art, swimming, travel, design, psychology.
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